FinTech Valuation Analyst

VRC • Yardley, PA

1d

About The Position

This role combines valuation experience with technology to investigate differences across valuation models, support onboarding reviews, and help improve the processes and tools used to deliver technology-enabled valuation solutions to clients.

Requirements

• 2 to 4 years of professional software application development and support experience
• 0-2 years’ work experience in a financial analysis role.
• Bachelor’s or Master’s degree in Finance, Accounting or Economics.
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
• Working/advanced knowledge of Excel
• Self-starter with the ability to master new tasks quickly
• Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
• Strong work ethic and ability to work flexible hours around critical due date
• Current authorization to work in the United States without the need for visa sponsorship now or in the future

Nice To Haves

• Prior M&A experience at a valuation firm or public accounting firm is a plus
• Any coursework in valuation, financial statement analysis is a plus
• Progress towards ASA, CFA, or ABV designations is a plus

Responsibilities

• Compare valuation results across proprietary models for new and existing client portfolios.
• Investigate differences in inputs, assumptions, calculations, market data, security mapping, model setup, and outputs to identify where results diverge.
• Identify whether differences are caused by source data, user inputs, model configuration, software issues, or expected variations in methodology.
• Partner with portfolio valuation teams to review findings, agree on issue classification, and determine the appropriate resolution.
• Assess whether identified differences are material or recurring, prioritize the follow-up work, and bring significant valuation, methodology, data, or software issues to senior team members.
• Maintain a clear record of findings, decisions, supporting evidence, and agreed solutions, then retest changes to confirm that each issue is resolved.
• Document software issues clearly so developers can reproduce, prioritize, and resolve them.
• Support onboarding validation by confirming that portfolio data, security mappings, model configurations, and valuation results meet agreed readiness and acceptance criteria.
• Turn recurring findings into stronger processes, validation checks, training materials, and technology enhancements.

Benefits

• Competitive bonus program
• Medical/Dental/Vision
• Life Insurance
• Disability
• Health Savings Account
• Dependent Care Reimbursement
• Commuter Benefits
• 401k match program
• Voluntary insurance options
• Generous time off/flexible work arrangements
• Growth opportunities
• Reimbursement for admission fees and study material for professional designations

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level